Whether you’ve inherited your wealth or built it from the ground up, your goal is likely to ensure that it benefits not just your children but also future generations.
The phrase “shirtsleeves to shirtsleeves in three generations” often attributed to Andrew Carnegie, reflects a common concern: the first generation creates wealth, the second spends it, and by the third, it’s gone. At our firm, we’re dedicated to helping you break this cycle by creating estate plans that secure your family’s financial future for many generations.